Quoting
Sales rebuilds the same quote across messages, spreadsheets, and systems.
Before
- 01Receive the request
- 02Review a spreadsheet
- 03Check inventory
- 04Calculate pricing
- 05Assemble and send the document
After
- 01Enter information once
- 02Validate the data
- 03Query inventory and pricing
- 04Generate the quote
- 05Review exceptions and send
Less manual reconstruction and a traceable process from start to finish.